ADVISER MOVES

Nathan Gold’s Wells Fargo record adds a branch listing; 2,019 affiliation changes

From Oct. 23 to 25, 2026, the roster recorded 2,019 affiliation changes across registration records.

By Maya Chen··1 min read

Nathan L. Gold’s Wells Fargo Clearing Services, LLC registration observation on Oct. 23, 2026, included an additional branch listing at the same New York address, with the floor noted differently. This is an affiliation-record detail, not evidence of a job move; registry entries do not establish hiring or departure.

The complete period roster counted 2,019 affiliation changes from Oct. 23 through 25, 2026. The categories were 719 Added, 1,228 Updated and 72 Removed affiliation records; those labels count records, not registration-status changes or verified employment moves.

Other entries illustrate the range of record details. On Oct. 24, Timothy J. Lumsden had an affiliation added with Strategic Advisers LLC, while the registration observation for Karl K. Hakansson no longer listed his Hightower Advisors, LLC affiliation. The removed affiliation does not establish a departure or current employment status.

Adviser affiliation records

The appendix lists all 2,019 affiliation records from 10/23/2026 through 10/25/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 376–400 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Cody E. Hughes617323010/23/2026updated
Cody Harlan770843910/23/2026added
Cody J. Brown738845510/23/2026updated
Cody J. Corcoran709141610/23/2026updated
Colby M. Magliozzi791858310/24/2026updated
Cole A. Deardorff813435410/24/2026added
Cole Batson830739810/24/2026added
Coletta Alagia736020710/23/2026updated
Colin M. Trout695896010/23/2026added
Collin G. Rice821647310/24/2026added
Colton D. V. Werf835129610/23/2026added
Conglong Yu603369710/23/2026updated
Connor F. Brady690340710/24/2026updated
Connor Gorton828232810/23/2026updated
Connor R. Rosenblum799024910/23/2026added
Connor Taylor727007010/24/2026updated
Constantine K. McKeon761333610/24/2026updated
Consuelo E. Lopez567052710/24/2026updated
Cory J. Alverson648857310/24/2026added
Cory R. Procter705359710/24/2026updated
Courtney P. Baxter688119910/23/2026updated
Craig D. Cummings200298310/23/2026updated
Craig E. Monahan814073210/23/2026updated
Craig Koehmstedt645821210/23/2026updated
Craig L. Miller102456910/24/2026updated

Download data (CSV)

Sources